How to respond to a query within obi®

1 - The first option for responding to an assigned query within obi® is to click on the URL link located on the query email notification sent by the system.

2 - The second option is to go to the "My Task" screen and find the query you want to respond to, then click "View Details" and then "Complete Task."

3 - Finally, you can respond to a query from the query log at any time. From the Project Management module on the left-hand side of the screen, select "Queries/RFIs."

4 - Search the query log for the specific line item. To take action and respond, click "View Questions." You will see the question that was sent to you as well as the query overview details.

5 - In the "Add Response" component, enter your response. The obi® formatting tool is similar to Microsoft Word in that formatting options such as colour, tables, and bullet points are available. Attachments can be included with your query response if necessary.

6 - When you are finished and click "Save," obi® will send an email to both the query originator and the people who have been added to the to-be-notified list.

7 - 7 - If you have a lengthy response, you can save it as a draft and return later to add more information before saving and completing it.